Morgan Stanley’s SB Financial Group, Inc. SBFGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,790
| Closed | -$129K | – | 6891 |
|
|
2019
Q3 | $129K | Sell |
7,790
-229
| -3% | -$3.79K | ﹤0.01% | 5351 |
|
|
2019
Q2 | $129K | Sell |
8,019
-88
| -1% | -$1.42K | ﹤0.01% | 5205 |
|
|
2019
Q1 | $146K | Buy |
8,107
+140
| +2% | +$2.52K | ﹤0.01% | 5218 |
|
|
2018
Q4 | $138K | Buy |
7,967
+150
| +2% | +$2.6K | ﹤0.01% | 5430 |
|
|
2018
Q3 | $158K | Buy |
7,817
+659
| +9% | +$13.3K | ﹤0.01% | 5544 |
|
|
2018
Q2 | $142K | Sell |
7,158
-178
| -2% | -$3.53K | ﹤0.01% | 5652 |
|
|
2018
Q1 | $141K | Sell |
7,336
-198
| -3% | -$3.81K | ﹤0.01% | 5607 |
|
|
2017
Q4 | $135K | Hold |
7,534
| – | – | ﹤0.01% | 5546 |
|
|
2017
Q3 | $124K | Sell |
7,534
-247
| -3% | -$4.07K | ﹤0.01% | 5518 |
|
|
2017
Q2 | $125K | Sell |
7,781
-428
| -5% | -$6.88K | ﹤0.01% | 5547 |
|
|
2017
Q1 | $131K | Buy |
+8,209
| New | +$131K | ﹤0.01% | 5500 |
|